Main Menu

How information is presented Print
A word in bold typically refers to a proper noun or subject.

A word in bold and italics cross-links to a document or to an internet site by a simple click.

See Terms of Use for the terms and conditions of access to our site.

Certain books and other sources (see the tab  Information sources - books) are referred to more than once on our site. To shorten the text, we refer to these books by reference to the author (for example, Ascah, Allentuck, Betty, Bogleheads, Cadsby, Campbell, Catalano, Cunningham, De Goey, Ellis, Ferri, Mackenzie and Swensen ). The page numbers correspond to the pages of the book edition listed in the tab Information sources - books .

Consult the tab Information- Definitions for the meaning given to various words. For example: an ETF is an exchange-traded fund, and is presumed to be an index fund (invested in a broad market according to a recognized index) unless the contrary is indicated; and a fund includes both an ETF and a traditional mutual fund, and in each case whether indexed or not.

The main investment information on the site is infrequently updated. See the most recent commentaries on current events on the home page; older commentaries may be found  by clicking on Archives. Warning: the main information on the site may not reflect more recent comments on current events.

The date at the end of a section indicates the last time it was updated; however, a section may be updated on one aspect but not in its entirety.

Commas are used to separate 000s (example: 1, 000,000 to indicate “one million”).

Dates are given as day month year.

The masculine gender includes the feminine.
Last Updated ( Sunday, 14 March 2010 )
< Prev   Next >

No account yet? Register


The ultimate separately managed account:  Investors using them are afforded complete customization and maximum flexibility, allowing them to tailor-make portfolios of directly owned securities precisely suited to each unique need. Risk tolerance, time horizon, tax and estate planning requirements, sector exposure, philanthropic desires and personnal preference can all be accommodated in these accounts. What are these perfect separately managed accounts? There called brokerage accounts. John C. Helmer, Caldwell Securities.